Toast, Inc.
TOST- Exchange
- NYSE
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001650164
In the last 90 days, Toast, Inc. insiders filed 0 open-market purchases and 18 sales; 774 institutions reported holding it in 13F filings for Q2 2026, worth $13.3B in total; superinvestors ValueAct Capital and ARK Invest hold it.
13F holders, Q1 2026
Institutional positions in Toast, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 761
- −29 vs. Q4 2025
- Shares held
- 442.8M
- +46.3M (+11.7%) vs. Q4 2025
- Total value
- $11.9B
- −$2.19B (−15.5%) vs. Q4 2025
- New holders
- 109
- 313 more added
- Sold out
- 138
- 226 more reduced
14 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TOST on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 774 | $13.3B |
| Q1 2026 | 761 | $11.9B |
| Q4 2025 | 804 | $15.9B |
| Q3 2025 | 740 | $16.0B |
| Q2 2025 | 750 | $19.6B |
| Q1 2025 | 658 | $14.1B |
| Q4 2024 | 631 | $15.2B |
| Q3 2024 | 519 | $11.6B |
| Q2 2024 | 505 | $9.92B |
| Q1 2024 | 473 | $9.06B |
| Q4 2023 | 441 | $6.35B |
| Q3 2023 | 416 | $6.50B |
| Q2 2023 | 395 | $7.40B |
| Q1 2023 | 365 | $5.44B |
| Q4 2022 | 345 | $5.41B |
| Q3 2022 | 285 | $4.47B |
| Q2 2022 | 239 | $3.05B |
| Q1 2022 | 183 | $3.63B |
| Q4 2021 | 161 | $4.80B |
| Q3 2021 | 121 | $2.37B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Toast, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 611,957 | $16.2M | 0.00% | −79,628−11.5% | Reduced |
| Franklin Resources Inc | 582,005 | $15.4M | 0.00% | −401,397−40.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 581,700 | $15.4M | 0.01% | +41,457+7.7% | Added |
| Armistice Capital, LLC | 577,471 | $15.3M | 0.51% | +349,718+153.6% | Added |
| Susquehanna Fundamental Investments, LLC | 539,064 | $14.3M | 0.54% | +539,064 | New |
| Distillate Capital Partners LLC | 538,120 | $14.3M | 0.75% | +538,120 | New |
| Night Squared LP | 532,067 | $14.1M | 2.07% | +375,741+240.4% | Added |
| Arohi Asset Management PTE Ltd. | 528,740 | $14.0M | 5.09% | +287,240+118.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 524,994 | $13.9M | 0.03% | +10,002+1.9% | Added |
| Janney Montgomery Scott LLC | 524,792 | $13.9M | 0.03% | +35,013+7.1% | Added |
| Crawford Fund Management, LLC | 523,836 | $13.9M | 4.53% | +269,900+106.3% | Added |
| Citadel Advisors LLC | 522,975 | $13.9M | 0.01% | +457,546+699.3% | Added |
| Cander Asset Management LP | 516,138 | $13.7M | 2.46% | +132,196+34.4% | Added |
| XTX Topco Ltd | 499,142 | $13.2M | 0.23% | +410,863+465.4% | Added |
| Voya Investment Management LLC | 487,577 | $12.9M | 0.01% | −39,918−7.6% | Reduced |
| New York State Common Retirement Fund | 480,939 | $12.7M | 0.02% | −27,300−5.4% | Reduced |
| Primecap Management Co | 476,500 | $12.6M | 0.01% | +320,500+205.4% | Added |
| Riverbridge Partners LLC | 459,807 | $12.2M | 0.30% | −295,245−39.1% | Reduced |
| State of Wisconsin Investment Board | 459,454 | $12.2M | 0.03% | +117,224+34.3% | Added |
| SG Americas Securities, LLC | 434,176 | $11.5M | 0.01% | +145,890+50.6% | Added |
| Glynn Capital Management LLC | 430,893 | $11.4M | 5.46% | −55,690−11.4% | Reduced |
| Voleon Capital Management LP | 424,485 | $11.3M | 0.24% | +57,096+15.5% | Added |
| State Board of Administration of Florida Retirement System | 411,939 | $10.9M | 0.02% | 00.0% | Unchanged |
| Hamilton Lane Advisors LLC | 400,490 | $10.6M | 7.59% | −43,601−9.8% | Reduced |
| Andra AP-fonden | 399,267 | $10.6M | 0.13% | −194,933−32.8% | Reduced |
| Granahan Investment Management Inc | 399,067 | $10.6M | 0.51% | −638,079−61.5% | Reduced |
| Aviva PLC | 385,909 | $10.2M | 0.02% | +13,237+3.6% | Added |
| Nixon Capital, LLC | 379,501 | $10.1M | 3.44% | +379,501 | New |
| SEI Investments Co | 349,515 | $9.27M | 0.01% | −429,582−55.1% | Reduced |
| Bridgewater Associates, LP | 337,235 | $8.94M | 0.04% | −789,817−70.1% | Reduced |
| Whetstone Capital Advisors, LLC | 336,049 | $8.91M | 3.35% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 335,634 | $8.90M | 0.05% | −510,913−60.4% | Reduced |
| Dark Forest Capital Management LP | 333,842 | $8.85M | 0.79% | −84,444−20.2% | Reduced |
| Quantinno Capital Management LP | 329,617 | $8.74M | 0.01% | +198,066+150.6% | Added |
| Russell Investments Group, Ltd. | 324,672 | $8.60M | 0.01% | −58,041−15.2% | Reduced |
| Nomura Holdings Inc | 306,893 | $8.14M | 0.07% | +113,331+58.6% | Added |
| Sands Capital Ventures, LLC | 301,647 | $8.00M | 1.90% | 00.0% | Unchanged |
| Zacks Investment Management | 299,335 | $7.94M | 0.06% | −9,753−3.2% | Reduced |
| SCS Capital Management LLC | 293,912 | $7.79M | 0.08% | −5,589−1.9% | Reduced |
| Penserra Capital Management LLC | 291,765 | $7.73M | 0.09% | +12,478+4.5% | Added |
| HSBC Holdings PLC | 284,510 | $7.54M | 0.00% | +103,139+56.9% | Added |
| Ensign Peak Advisors, Inc | 280,434 | $7.43M | 0.01% | +44,022+18.6% | Added |
| Mariner, LLC | 275,856 | $7.31M | 0.01% | −41,245−13.0% | Reduced |
| Campbell Capital Management Inc | 275,815 | $7.31M | 3.50% | −500−0.2% | Reduced |
| LPL Financial LLC | 275,568 | $7.31M | 0.00% | +56,632+25.9% | Added |
| Motley Fool Asset Management LLC | 273,252 | $7.24M | 0.31% | −15,447−5.4% | Reduced |
| Rockefeller Capital Management L.P. | 262,346 | $6.95M | 0.01% | +93,224+55.1% | Added |
| Swiss Life Asset Management Ltd | 259,344 | $6.88M | 0.03% | +208,353+408.6% | Added |
| Hawk Ridge Capital Management LP | 257,700 | $6.83M | 0.25% | +257,700 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 253,331 | $6.72M | 0.10% | +253,331 | New |
| Bienville Capital Management, LLC | 251,014 | $6.65M | 1.26% | −48,974−16.3% | Reduced |
| Independent Family Office, LLC | 250,000 | $6.63M | 2.73% | 00.0% | Unchanged |
| Jain Global LLC | 248,939 | $6.60M | 0.08% | +47,416+23.5% | Added |
| Skye Global Management LP | 248,000 | $6.57M | 0.14% | +248,000 | New |
| Stifel Financial Corp | 243,994 | $6.47M | 0.01% | −18,693−7.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 243,879 | $6.47M | 0.02% | −90,120−27.0% | Reduced |
| Great West Life Assurance Co | 241,573 | $6.41M | 0.01% | +48,866+25.4% | Added |
| Westbourne Investment Advisors, Inc. | 241,195 | $6.39M | 1.86% | +7,742+3.3% | Added |
| Vanguard Asset Management, Ltd | 238,866 | $6.33M | 0.01% | +238,866 | New |
| Capital Impact Advisors, LLC | 238,280 | $6.32M | 2.55% | −1,171,484−83.1% | Reduced |
| Commerce Bank | 232,429 | $6.16M | 0.03% | −617,508−72.7% | Reduced |
| Danske Bank A/S | 231,528 | $6.14M | 0.01% | −16,200−6.5% | Reduced |
| Abn Amro Investment Solutions | 231,251 | $6.13M | 0.08% | −7,164−3.0% | Reduced |
| Motley Fool Wealth Management, LLC | 222,570 | $5.90M | 0.67% | −78,029−26.0% | Reduced |
| MML Investors Services, LLC | 215,423 | $5.71M | 0.02% | +22,690+11.8% | Added |
| Vanguard Investments Australia, Ltd. | 214,591 | $5.69M | 0.02% | +214,591 | New |
| Public Sector Pension Investment Board | 209,340 | $5.55M | 0.02% | +209,340 | New |
| Sciencast Management LP | 204,091 | $5.41M | 0.69% | +204,091 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 201,900 | $5.35M | 0.03% | +97,500+93.4% | Added |
| Treasurer of the State of North Carolina | 198,294 | $5.26M | 0.02% | +4,223+2.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 198,084 | $5.25M | 0.01% | −93,085−32.0% | Reduced |
| Empowered Funds, LLC | 197,849 | $5.24M | 0.03% | +197,849 | New |
| Vanguard Global Advisers, LLC | 193,628 | $5.13M | 0.00% | +193,628 | New |
| Miracle Mile Advisors, LLC | 192,043 | $5.09M | 0.07% | +890.0% | Added |
| Rothschild Investment LLC | 189,984 | $5.04M | 0.26% | +13,395+7.6% | Added |
| Edgestream Partners, L.P. | 189,366 | $5.02M | 0.16% | +88,858+88.4% | Added |
| Advisor Group Holdings, Inc. | 187,842 | $4.98M | 0.01% | +3,878+2.1% | Added |
| State of Michigan Retirement System | 183,000 | $4.85M | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 181,837 | $4.82M | 0.01% | −9,869−5.1% | Reduced |
| Pictet Asset Management Holding SA | 178,567 | $4.73M | 0.00% | +6,552+3.8% | Added |
| Mercer Global Advisors Inc | 178,515 | $4.73M | 0.01% | −2,812−1.6% | Reduced |
| Asset Management One Co.,Ltd. | 177,098 | $4.69M | 0.01% | +8,918+5.3% | Added |
| Creative Planning | 177,060 | $4.69M | 0.00% | +108,401+157.9% | Added |
| McGowan Group Asset Management, Inc. | 176,164 | $4.67M | 0.59% | −458−0.3% | Reduced |
| Point72 Asset Management, L.P. | 172,900 | $4.58M | 0.01% | +60,000+53.1% | Added |
| Macquarie Group Ltd | 172,873 | $4.58M | 0.03% | +4,515+2.7% | Added |
| KLP Kapitalforvaltning AS | 171,400 | $4.54M | 0.02% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 168,483 | $4.47M | 0.03% | 00.0% | Unchanged |
| Korea Investment CORP | 167,668 | $4.44M | 0.01% | −159,679−48.8% | Reduced |
| Optiver Holding B.V. | 166,729 | $4.42M | 0.17% | +166,729 | New |
| Panagora Asset Management Inc | 166,369 | $4.41M | 0.02% | +9,502+6.1% | Added |
| Thrivent Financial for Lutherans | 163,581 | $4.34M | 0.01% | −1,375−0.8% | Reduced |
| Globeflex Capital L P | 162,251 | $4.30M | 0.65% | +38,805+31.4% | Added |
| State of New Jersey Common Pension Fund D | 161,593 | $4.28M | 0.02% | 00.0% | Unchanged |
| Prana Capital Management, LP | 158,812 | $4.21M | 0.13% | +158,812 | New |
| Flight Deck Capital, LP | 156,162 | $4.14M | 3.01% | +97,000+164.0% | Added |
| Nomura Asset Management Co Ltd | 150,900 | $4.00M | 0.01% | +15,100+11.1% | Added |
| Commonwealth Equity Services, LLC | 149,679 | $3.97M | 0.01% | +3,012+2.1% | Added |
| Investment Management Corp of Ontario | 149,372 | $3.96M | 0.05% | +64,495+76.0% | Added |
| Tredje AP-fonden | 145,779 | $3.86M | 0.02% | +145,779 | New |